Covestor’s Atlanticus Holdings ATLC Stock Holding History

Covestor’s Portfolio ATLC Stock Details ATLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Sell	6 -17	-74%	-$951	﹤0.01%	2246
2025 Q4	$2K	Sell	23 -10	-30%	-$588	﹤0.01%	1891
2025 Q3	$2K	Buy	33 +9	+38%	+$544	﹤0.01%	1914
2025 Q2	$1K	Hold	24	–	–	﹤0.01%	1928
2025 Q1	$1K	Sell	24 -58	-71%	-$3.17K	﹤0.01%	1918
2024 Q4	$5K	Buy	82 +41	+100%	+$1.95K	﹤0.01%	1707
2024 Q3	$1K	Sell	41 -7	-15%	-$231	﹤0.01%	1890
2024 Q2	$1K	Buy	48 +28	+140%	+$748	﹤0.01%	1925
2024 Q1	$1K	Sell	20 -9	-31%	-$298	﹤0.01%	1897
2023 Q4	$1K	Buy	+29	New	+$913	﹤0.01%	1919
2022 Q3	–	Sell	-7	Closed	–	–	1969
2022 Q2	$0	Buy	+7	New	+$281	﹤0.01%	1890

Other funds holding ATLC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Covestor's ATLC Position: Q1 2026 in Review

Covestor reduced its Atlanticus Holdings (ATLC) stake by 74% in Q1 2026, selling an estimated $951 and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Covestor first reported a position in ATLC in Q2 2022 and has held it in 11 quarters since. The position peaked at $5K in Q4 2024. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

Covestor held 6 shares of Atlanticus Holdings worth $0 as of Q1 2026.
Covestor sold 17 Atlanticus Holdings shares in Q1 2026, an estimated $951.
Atlanticus Holdings made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2246 holding.
Covestor first reported a position in Atlanticus Holdings in Q2 2022 and has held it in 11 quarters since.
Covestor's Atlanticus Holdings position peaked at $5K in Q4 2024.
108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.